How does Chatref integrate with existing conveyancing workflows?

Conveyancing workflows are built on repeat questions – property searches, exchange status, settlement steps. Chatref’s knowledge-base reads your firm’s own precedents, checklists and process guides, so the agent answers inbound client questions from your documents, not the web. That means clients get accurate, consistent replies without tying up your fee-earners.

The agent can also trigger conveyancing tasks via custom-actions. A client asking “has the contract been exchanged?” can get a real status update pulled from your case management system, or automatically send a reminder to the team – all inside the chat thread.

Routine conveyancing tasks don’t need a solicitor’s time every time. Custom-actions let you teach Chatref to perform specific jobs during a conversation:

• Collecting client identifiers (property address, matter reference, ID documents)
• Checking title or search status from your existing conveyancing platform
• Pushing a status update or note back into your matter management system
• Triggering a document-generation request when a threshold is met

These actions run while the chat flows, so your team only handles the exceptions, while the AI handles the busywork.

Conveyancing is high-stakes – human judgement remains essential. The shared-inbox gives your conveyancers real-time visibility into every AI-led conversation. If a chat strays into a complex legal point or a client expresses unease, a team member can take over the same thread with full history, replying directly. No duplicated questions, no lost context.

You can also hand off chats proactively when the agent flags certain conversation-tags (e.g., “contract special condition” or “title defect”) that should be handled by a person alone.

Getting started means uploading the documents your conveyancers already use:

• Precedent letters and checklists
• Step-by-step firm guides for buying, selling, refinancing
• FAQ sheets about stamp duty, PEXA delays, vendor statements

Chatref trains its agent on that content alone – no internet search, no hallucinated advice. As laws or processes change, you simply re-upload new versions and the agent stays current. Every account also includes $50 in free credit, no credit card required, so you can test the integration against real-world conveyancing queries with zero commitment.

How can Chatref automate conveyancing tasks?

Chatref uses custom-actions to automate routine conveyancing jobs inside the chat – from collecting client details and checking title status to triggering updates in your matter management system. That means tasks like “has the settlement date been booked?” can be resolved automatically without a human ever opening a file.

What workflows can Chatref integrate with?

Any conveyancing workflow that has a digital step can connect. Custom-actions let Chatref reach out to your existing conveyancing software, case management system, or web service through standard HTTP requests – so you can write back status changes, fetch current property data, or log client interactions exactly as your current processes demand.

Can Chatref handle complex conveyancing processes?

Chatref grounds its answers in your own documents for routine questions and can run multi-step automations, but it does not replace a qualified conveyancer for complex legal advice or high-stakes negotiations. When a conversation reaches that level, the shared inbox enables your team to take over the thread with full context, ensuring nothing falls through the cracks.